About this series
Each paper starts with something I have noticed, something that does not quite add up, or a question the industry seems to be avoiding. None of them arrive at a verdict. That is deliberate.
01
Thought Papers: Notes from a Restless Mind
What if Carbon Credits had Credit Ratings?
02
Thought Papers: Notes from a Restless Mind
A Clean Energy Transition isn't Automatically a Just One
03
Thought Papers: Notes from a Restless Mind
The AI Revolution Has a Utility Bill
04
Thought Papers: Notes from a Restless Mind
What if ESG Rating Disagreement is the Real Signal?
05
Thought Papers: Notes from a Restless Mind
When Measuring Carbon Starts Creating Carbon
06
Thought Papers: Notes from a Restless Mind
When Insurers Leave, Listen